See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,698 | $89,355-9.7% | $141,162-42.8% | $72,985+10.6% |
| Participation rate | 96.2% | 75.1%+21.0pp | 82.5%+13.7pp | 69.5%+26.7pp |
| Annual return | 25.53% | 111.85%-86.3pp | 71.39%-45.9pp | 81.00%-55.5pp |
| Employer contribution / active EE | $2,183 | $3,114-29.9% | $4,735-53.9% | $2,440-10.5% |
| Participant deferral / active EE | $5,883 | $5,418+8.6% | $6,709-12.3% | $3,607+63.1% |
| Admin fee / account holder | $7,537 | $5,958+26.5% | $10,261-26.5% | $5,124+47.1% |